See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OSTERWEIS CAPITAL MANAGEMENT2 years Service code 28 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Investment Management | $171,544 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,092 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,632 | $46,173+252.2% | $170,442-4.6% | $69,631+133.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.30% | 21.62%-6.3pp | 205.93%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $4,898 | $1,610+204.3% | $5,433-9.8% | $2,032+141.0% |
| Participant deferral / active EE | $3,891 | $2,080+87.0% | $4,939-21.2% | $3,224+20.7% |
| Admin fee / account holder | $396 | $116+241.9% | $13,880-97.1% | $110+259.0% |